At a Glance • Key Takeaways
- Automated Efficiency: Streamline online bookings, live availability scheduling, and customer communication without manual intervention.
- Live Capacity & Conflict Prevention: Prevent double-booking across staff, rooms, activity sessions, or rental fleet assets in real time.
- 0% Platform Booking Fees: SmartBookings does not charge transaction fees or take percentage cuts of your ticket sales or customer payments.
1. Managing Reception & Phone Inquiries
While many clients book online 24/7, clients frequently telephone your clinic or salon to book appointments or walk in off the street. The Admin Service Booking Desk (BookServices.aspx) allows front-desk staff to look up real-time practitioner availability and schedule appointments in under 30 seconds.
2. Booking Flow Step-by-Step
1 Open Book > Book Services (BookServices.aspx).
2 Select Category & Treatment: Choose the requested service (e.g. Sports Massage 60 Mins).
3 Select Practitioner / Resource: Choose a specific therapist or select Any Available.
4 Pick Date & Available Slot: The system automatically highlights open time windows that fit the treatment duration and buffer without conflicting with existing bookings.
5 Client Information: Type the client's phone number or surname — existing client profiles populate instantly with their contact history and medical notes. For new clients, enter their name and mobile number.
6 Payment Collection:
- Cash at Reception / Till: Record full or partial cash payment.
- Card Terminal: Process on your physical countertop card machine and mark as paid.
- Pay on Arrival / Deposit Waived: Book without upfront payment for regular trusted clients.
- SMS / Email Payment Link: Send an instant payment link so the client can pay the deposit on their phone.
7 Click Confirm Appointment.
Automated Confirmations: SmartBookings immediately sends an email confirmation and schedules an automated SMS reminder to the client's mobile phone!
3. Rescheduling & Cancellations
When a client calls to reschedule:
- Search the booking in Booking Summary or open the appointment from the calendar.
- Select a new time slot — SmartBookings checks practitioner shifts and room availability instantly.
- The updated appointment details are automatically sent to the client via SMS and email.
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Frequently Asked Questions
How quickly can reception staff schedule a telephone booking in SmartBookings?
Using BookServices.aspx, staff select the treatment, pick the therapist (or Any Available), click an open time slot, type the client's phone number to pull up their profile, and confirm in under 30 seconds.
Can reception record cash or card terminal payments without online processing fees?
Yes. In the admin booking desk, select 'Cash at Reception' or 'Card Terminal (PDQ)'. The appointment confirms immediately without incurring online payment gateway fees.
Can staff send a secure 1-click SMS payment link for telephone deposits?
Yes. Staff can select 'Payment Link' to instantly text a secure card payment link to the client's smartphone so they can pay their deposit remotely.
How do receptionists look up a client's past medical disclosures and treatment history?
Typing the client's surname or mobile number brings up their profile, past appointment history, color formulas, patch test records, and private staff notes.
Can front-desk staff reschedule an appointment if a client phones to change their time?
Yes. In Booking Summary, click 'Reschedule', pick a new available time slot on the calendar, and confirm. An updated confirmation text and email are dispatched automatically.
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